HTUS Institutional Ownership & Shareholders
HULL TACTICAL US ETF (HTUS) is currently held by 29 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $57.54M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of HTUS tracked by InsiderSet, reporting ownership valued at approximately $13.91M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $14.31M, representing an estimated gain of +2.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed HTUS value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Partners Wealth Management, Llc, Comprehensive Wealth Management, Llc, and several other long-term asset managers with concentrated positions in HULL TACTICAL US ETF (HTUS).
This page ranks the largest institutional HTUS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
29
Total Reported Value
$57.54M
Largest Holder
Lpl Financial Llc
Largest Position
$13.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 317,120 | $13,905,717 | $14,308,232 | +$402,515 | +2.89% | |
| Partners Wealth Management, Llc | 0.75% | 158,705 | $7,228,992 | $7,160,659 | -$68,333 | -0.95% | |
| Comprehensive Wealth Management, Llc | 3.07% | 149,049 | $6,789,178 | $6,724,987 | -$64,191 | -0.95% | |
| Brookwood Investment Group Llc | 0.64% | 126,339 | $5,539,965 | $5,700,327 | +$160,362 | +2.89% | |
| Envestnet Asset Management Inc | 0.00% | 108,068 | $4,738,784 | $4,875,953 | +$137,169 | +2.89% | |
| Equitable Holdings, Inc. | 0.02% | 62,478 | $2,739,675 | $2,818,964 | +$79,289 | +2.89% | |
| Susquehanna International Group, Llp | 0.00% | 48,583 | $2,130,365 | $2,192,031 | +$61,666 | +2.89% | |
| Fifth Third Securities, Inc. | 0.10% | 43,749 | $1,992,767 | $1,973,924 | -$18,843 | -0.95% | |
| Nia Impact Advisors, Llc | 0.73% | 40,087 | $1,757,815 | $1,808,697 | +$50,882 | +2.89% | |
| Titleist Asset Management, Llc | 0.09% | 32,066 | $1,460,606 | $1,446,795 | -$13,811 | -0.95% | |
| Optivise Advisory Services Llc | 0.62% | 27,929 | $1,272,166 | $1,260,137 | -$12,029 | -0.95% | |
| Pfg Investments, Llc | 0.05% | 26,906 | $1,179,808 | $1,213,980 | +$34,172 | +2.90% | |
| Truist Financial Corp | 0.00% | 22,149 | $1,008,906 | $999,347 | -$9,559 | -0.95% | |
| Ifp Advisors, Inc | 0.02% | 20,986 | $955,912 | $946,874 | -$9,038 | -0.95% | |
| Signature Estate & Investment Advisors Llc | 0.02% | 20,428 | $930,502 | $921,697 | -$8,805 | -0.95% | |
| Western Wealth Management, Llc | 0.02% | 17,218 | $754,991 | $776,864 | +$21,873 | +2.90% | |
| Principal Securities, Inc. | 0.01% | 14,038 | $615,566 | $633,385 | +$17,819 | +2.89% | |
| Independent Financial Group, Llc | 0.01% | 9,387 | $427,578 | $423,535 | -$4,043 | -0.95% | |
| Geneos Wealth Management Inc. | 0.01% | 9,272 | $406,593 | $418,346 | +$11,753 | +2.89% | |
| Signal Advisors Wealth, Llc | 0.02% | 8,849 | $403,073 | $399,261 | -$3,812 | -0.95% | |
| Osaic Holdings, Inc. | 0.00% | 7,644 | $335,216 | $344,892 | +$9,676 | +2.89% | |
| Caprock Group, Llc | 0.01% | 7,500 | $328,875 | $338,395 | +$9,520 | +2.89% | |
| Centric Wealth Management | 0.05% | 7,168 | $301,605 | $323,415 | +$21,810 | +7.23% | |
| Lasalle St. Investment Advisors, Llc | 0.04% | 6,640 | $291,164 | $299,592 | +$8,428 | +2.89% | |
| Assetmark, Inc | 0.00% | 622 | $28,332 | $28,064 | -$268 | -0.95% | |
| Clayton Financial Group Llc | 0.00% | 100 | $4,555 | $4,512 | -$43 | -0.95% | |
| Nvwm, Llc | 0.00% | 100 | $4,555 | $4,512 | -$43 | -0.95% | |
| Caitlin John, Llc | 0.00% | 65 | $2,850 | $2,933 | +$83 | +2.90% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 38,168 | $1,739 | $1,722,113 | +$1,720,374 | +98928.95% |
Frequently asked questions about HTUS
Who are the largest institutional holders of HTUS?
The largest institutional holders of HTUS reported in the latest SEC Form 13F filings include Lpl Financial Llc, Partners Wealth Management, Llc, Comprehensive Wealth Management, Llc, Brookwood Investment Group Llc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported HTUS position.
What is HTUS institutional ownership?
This page tracks HTUS positions reported by institutional investment managers through SEC Form 13F. HULL TACTICAL US ETF (HTUS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HTUS?
InsiderSet currently tracks 29 institutional managers reporting HTUS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HTUS shareholders.
How much HTUS stock do institutions own?
Institutional investment managers disclosed approximately $57.54M in HTUS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HTUS institutional ownership last updated?
The latest HTUS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HTUS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HTUS position after the reporting date.
Are institutions buying or selling HTUS?
Institutional buying and selling can be analyzed by comparing HTUS positions across consecutive 13F reporting periods. InsiderSet's HTUS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HTUS ownership changes.
How has HTUS institutional ownership changed over time?
InsiderSet tracks HTUS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.